LAKESHORE NONPROFIT ALLIANCE

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2017

Legal Domicile

Principal Officer

PATRICK JOHNSON

Phone

6165947133

Tax Period

2024-04-01 to 2025-03-31

LAKESHORE NONPROFIT ALLIANCE, founded in 2017, is a small nonprofit in the Community Improvement sector that reported $564K in total revenue in fiscal year 2024. Revenue surged 263% from the prior year, signaling strong growth momentum. The organization ran a surplus of $154K, a strong 27% operating margin.

Mission

TO STRENGTHEN THE ABILITY OF NONPROFIT ORGANIZATIONS TO SUCCESSFULLY ACCOMPLISH THEIR MISSIONS BY WORKING TOGETHER.

Program Service Accomplishments

Program 1

Expenses: $319,013 Revenue: $94,590

THE LAKESHORE NONPROFIT ALLIANCE (LNA) GREW MEMBERSHIP TO 204 AND SERVED OVER 1,100 INDIVIDUALS THROUGH ITS VARIOUS NONPROFIT FOCUSED EDUCATIONAL AND LEARNING OFFERINGS. LNA HAS A CONTINUED FOCUS ON STRENGTHENING THE LEADERSHIP OF NONPROFITS IN OUR COMMUNITY THROUGH PROVIDING BOARD WORKSHOPS AND EXECUTIVE DIRECTOR LEARNING OPPORTUNITIES. LNA ALSO PROVIDED CRITICAL SUPPORT TO LOCAL NONPROFITS IN THE AREAS OF FUNDRAISING, RESOURCES AND COLLABORATION. WE CONTINUED THE WORK OF COMMUNITY SPOKE TO BE A COLLABORATIVE PROGRAM OF LNA, SUPPORTING THE COLLECTIVE WORK OF THE HEALTH AND HUMAN NEEDS SECTOR ACROSS THE COUNTY AND LAKESHORE AREA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $469,318

Program Service Revenue $94,536

Investment Income $0

Other Revenue $54

TOTAL REVENUE $563,908

Expense Breakdown

Grants Paid $0

Salaries & Benefits $261,938

Fundraising Expenses $22,454

Program Expenses $319,013

Other Expenses $148,437

TOTAL EXPENSES $410,375

Year-over-Year Comparison

	2024	2023	Change
Revenue	$563,908	$155,350	+2.6%
Expenses	$410,375	$348,326	+0.2%
Net Income	$153,533	$-192,976	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$97,692

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICK JOHNSON	CHAIR	1.00	Officer Director	$0	$0	$0
JODI COLE MEYER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DREW PEIRCE	TREASURER	1.00	Officer Director	$0	$0	$0
RICKI LEVINE	SECRETARY	1.00	Officer Director	$0	$0	$0
HOLLY COLE	DIRECTOR	1.00	Director	$0	$0	$0
JEN SELF-AULGUR	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LEE	DIRECTOR	1.00	Director	$0	$0	$0
REYNA MASKO	DIRECTOR	1.00	Director	$0	$0	$0
JOHNNY RODRIGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
GREG COIL	DIRECTOR	1.00	Director	$0	$0	$0
ELIZABETH KIDD	DIRECTOR	1.00	Director	$0	$0	$0
BETH LARSEN	DIRECTOR	1.00	Director	$0	$0	$0
LYNNE DOYLE	DIRECTOR	1.00	Director	$0	$0	$0
KENDRA SPANJER	DIRECTOR	1.00	Director	$0	$0	$0
TRACY BOLO	EXECUTIVE DIRECTOR	40.00	Officer	$97,692	$0	$97,692

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$563,908	$410,375	$443,906	$153,533
2024	$155,350	$348,326	$410,272	$-192,976
2023	$371,635	$339,890	$223,401	$31,745
2022	$287,101	$259,918	$181,909	$27,183
2021	$189,144	$235,180	$158,192	$-46,036
2020	$281,336	$158,579	$199,828	$122,757